Summit Financial Strategies, Inc. Ishares Tr Tips Bd ETF Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,268 shares of TIP stock, worth $348,957. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,056 6.94%
Holding current value
$348,957
Previous $328,000 7.01%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$105.69 - $108.04 $22,406 - $22,904
212 Added 6.94%
3,268 $351,000
Q4 2023

Feb 13, 2024
BUY
$102.12 - $107.97 $81,389 - $86,052
797 Added 35.28%
3,056 $328,000
Q3 2023

Oct 24, 2023
BUY
$103.4 - $107.7 $1,861 - $1,938
18 Added 0.8%
2,259 $234,000
Q2 2023

Jul 21, 2023
BUY
$107.1 - $111.15 $428 - $444
4 Added 0.18%
2,241 $241,000
Q1 2023

Apr 21, 2023
SELL
$106.24 - $110.25 $12,217 - $12,678
-115 Reduced 4.89%
2,237 $246,000
Q4 2022

Jan 20, 2023
SELL
$105.24 - $110.18 $124,288 - $130,122
-1,181 Reduced 33.43%
2,352 $0
Q3 2022

Oct 21, 2022
BUY
$107.54 - $118.23 $177,763 - $195,434
1,653 Added 87.93%
3,533 $371,000
Q2 2022

Jul 25, 2022
BUY
$113.44 - $123.09 $29,494 - $32,003
260 Added 16.05%
1,880 $214,000
Q1 2022

May 04, 2022
SELL
$122.95 - $129.16 $3,811 - $4,003
-31 Reduced 1.88%
1,620 $202,000
Q4 2021

Feb 03, 2022
SELL
$127.7 - $130.86 $27,710 - $28,396
-217 Reduced 11.62%
1,651 $213,000
Q2 2021

Aug 11, 2021
BUY
$125.2 - $128.01 $233,873 - $239,122
1,868 New
1,868 $239,000

Others Institutions Holding TIP

# of Institutions
1,131
Shares Held
118M
Call Options Held
435K
Put Options Held
167K
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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